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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: pinhi who wrote (26863)	12/21/2000 8:12:21 PM
From: Boplicity	Read Replies (1) \| Respond to of 65232

well the 5 yr growth rate for JDSU is 47 it's current pe is in the 90's so it's trading at 2 time project 5 yr gwr. It real close now to buy, unless the market needs to take em down to 1 times 5 yr project gwr ala PC's. They sold ORCL down to 1 to 1, and it just reported earnings that was acceptable to the street. The guys running JDSU have been saying they see now slow down, they must have had one heck of a back load, after awhile things will catch up to JDSU. I really think JDSU is stuck in the mud until the telco area resolves it's difficulties by consolidation. That said, I believe JDSU still has a lot of automation to do with they assemble optical components, so a slow down will give it time to catch it's breath. Greg